Wtf are you on about I addressed all your points apart from the number which is estimated by combining: independently observed oil price moves, export volumes, the discount at which Russian crude sells & the share of extra revenue that actually reaches the Russian state.
If you have a better number im all ears.
Before this shock, Russia looked like it had about 1 year of relatively easy fiscal cushion left. With oil prices rising due to the Strait disruption and a temporary U.S. waiver allowing delivery of some stranded Russian cargoes, that timeline is likely extended, possibly by a significant margin, wtf is controversial about that ? Oil is currently just above the level that stabilizes Russia’s budget.
I’m sorry I thought you had more points, your whole idea that the straight of Hormuz will be closed for 5 years is actually your only point it seems and it is just not true. There are iranian tankers crossing it now.
Focusing on the only point where you’re not totally off the rocker won’t help lol. A shame because those kind of discussions are usually interesting.
Putin is losing and there is nothing anyone can do more than prolong the suffering.
Wtf are you on about I addressed all your points apart from the number which is estimated by combining: independently observed oil price moves, export volumes, the discount at which Russian crude sells & the share of extra revenue that actually reaches the Russian state.
If you have a better number im all ears.
Before this shock, Russia looked like it had about 1 year of relatively easy fiscal cushion left. With oil prices rising due to the Strait disruption and a temporary U.S. waiver allowing delivery of some stranded Russian cargoes, that timeline is likely extended, possibly by a significant margin, wtf is controversial about that ? Oil is currently just above the level that stabilizes Russia’s budget.
I’m sorry I thought you had more points, your whole idea that the straight of Hormuz will be closed for 5 years is actually your only point it seems and it is just not true. There are iranian tankers crossing it now.
My point was *economically unviable.